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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 5 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO & CO Financial Services 407,917.0 $33.7M 0.12% +4K +0.9% $82.64 +1.3%
82 SHEL CALL SHELL PLC Energy 433,000.0 $33.6M 0.12% +244K +129.2% $77.54 +20.8%
83 SHOP SHOPIFY INC Technology 293,359.0 $33.5M 0.12% +27K +10.1% $114.18 +28.9%
84 FCX FREEPORT MCMORAN INC Basic Materials 532,402.0 $33.5M 0.12% +464K +681.7% $62.89 +13.2%
85 HAS HASBRO INC Consumer Cyclical 404,595.0 $33.4M 0.12% +310K +326.8% $82.59 +13.3%
86 TJX TJX COS INC NEW Consumer Cyclical 220,160.0 $33.4M 0.12% +219K +10000.0% $151.50 -7.1%
87 VLYPN VALLEY NATL BANCORP Financial Services 2,231,252.0 $32.7M 0.12% +2.2M +10000.0% $14.65 +75.5%
88 MCK MCKESSON CORP Healthcare 43,097.0 $32.6M 0.12% +43K +10000.0% $755.60 +11.0%
89 HPE HEWLETT PACKARD ENTERPRISE C Technology 714,398.0 $32.2M 0.12% +714K +10000.0% $45.11 +17.2%
90 SCHW CALL SCHWAB CHARLES CORP Financial Services 347,000.0 $32.0M 0.11% +276K +388.1% $92.27 +19.0%
91 HIG HARTFORD INSURANCE GROUP INC Financial Services 241,095.0 $31.9M 0.11% +241K +10000.0% $132.52 +3.5%
92 CSCO CALL CISCO SYS INC Technology 272,000.0 $31.9M 0.11% +128K +88.9% $117.46 -6.7%
93 KEY KEYCORP Financial Services 1,380,870.0 $31.8M 0.11% +1.0M +264.0% $23.05 -5.2%
94 SF STIFEL FINL CORP Financial Services 454,339.0 $31.7M 0.11% +10K +2.3% $69.77 +14.5%
95 LC HAPPEN INC Financial Services 1,517,757.0 $31.5M 0.11% +1.2M +381.3% $20.74 -3.8%
96 UAL UNITED AIRLS HLDGS INC Industrials 230,610.0 $31.4M 0.11% +225K +3821.9% $135.99 -17.9%
97 TRGP TARGA RES CORP Energy 116,415.0 $31.2M 0.11% +93K +387.7% $268.14 +12.7%
98 NIO INC 30,700,000.0 $31.1M 0.11% +15.0M +95.5% $1.01
99 MU CALL MICRON TECHNOLOGY INC Technology 26,900.0 $31.1M 0.11% +10K +56.4% $1154.29 -15.6%
100 AMP AMERIPRISE FINL INC Financial Services 66,283.0 $30.4M 0.11% +66K +10000.0% $458.76 +19.3%
Page 5 of 84  ·  1,676 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%